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How do I navigate the team's Individual Assessments Dashboard?

To get to a team of individual's Individual Assessments Dashboard, click on the team's avatar from the Team Dashboard. Once you are on the team's Assessments Dashboard, make sure the toggle in the right hand corner is set to Individual to see the team's Talent Management Assessments.


Who can see the Individual Assessments Dashboard?

For the user who set up the assessments, the Team Admin and the Company Admin, the Individual Assessments Dashboard will display the roll-up radars for each Group of Individuals team, along with an individual radar for each Participant.

Based on the assessment settings, additional users can be provided visibility to the entire team’s roll-up radar of results. If the Allow Visibility to the Roll-Up and Individual Radars box is selected in the assessment options, the additional user can see the Roll-Up Radar, as well as each individual’s radar.

The roll-up radar will display responses for all Participants, while each individual radar will only display the responses for that Participant and their Reviewers.

Learn more about who can see Talent Management Radar results. 

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Draft, Open and Closed Assessments

Assessment can be in three different states and you can edit different items and perform different functions in each state:

  • Draft
  • Open
  • Closed

Draft

If the circle next to the date under each individual radar is gray, the assessment is in draft form. The date displayed is the start date for the assessment. The assessment will need to be published, in order for it to actually begin.

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To publish a draft assessment, hover over the radar icon for the roll-up assessment and click the pencil icon. This will take you to the Batch Edit page and you can Publish all the individual assessments at one time.

You can hover over the radar icon for the roll-up assessment and click the pencil icon to edit the assessment details such as extending the end date or changing the start date for all assessments at one time.

You can hover over an individual Participant's radar and click the pencil icon to edit their specific assessment, add reviewers, resend their AgilityHealth® assessment email or find the link to go to their assessment directly. This is a good option to use when you need to edit information for just one assessment in the group.

Note: If your assessment is not published, some of these functions will not work as desired. You must publish your assessment, before sending an email or a link to all Reviewers, for instance. If the assessment is not published, they may still receive their emails if you send them, but they will not be able to fill in assessment results until you publish the assessment. 

Open

If the circle next to the date under each individual radar is green, the assessment has been published and is open for receiving assessment results. The date displayed is the start date for the assessment.

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You can hover over the radar icon for the roll-up assessment and click the pencil icon to edit the assessment details such as extending the end date or adding visibility to a Leader for all the results for all assessments at one time.

You can hover over an individual Participant’s radar and click the pencil icon to edit their specific assessment, add reviewers, resend their AgilityHealth® assessment email or find the link to go to their assessment directly. This is a good option to use when you need to edit information for just one assessment in the group.

Prior to an assessment hitting it’s end date, you can hover over an Individual radar to see the results so far. You can view the Radar, see the textual responses for Strengths, Improvements and Impediments and Notes, as well as see the Growth Plan (which will be blank).

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Closed

If the circle next to the date under each individual radar is red, the assessment has been closed and is not open for receiving assessment results. The date displayed is the start date for the assessment.

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You can hover over the radar icon for the roll-up assessment and click the pencil icon to edit the assessment details such as extending the end date or adding visibility to a Leader for all the results for all assessments at one time.

You can hover over an individual Participant's radar and click the pencil icon to edit their specific assessment end date or find the link to go to their assessment directly. This is a good option to use when you need to edit information for just one assessment in the group.

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